How to connect your team, data and agents into one working loop

Most teams already have the pieces: documents, chats, dashboards and a few agents. What is missing is the connection between them. This guide walks through setting up a single loop where each piece can see, remember, act and learn.

Before you start

You will need:

• A short list of the places your team's knowledge lives today
• One outcome you want to keep moving, described in a sentence
• A named person who approves anything that leaves your boundary

Step 1: Pick one goal

Start small. Choose a goal such as "flag renewal risks before they reach the quarterly review." A narrow goal makes it easier to see whether the loop is working.

Step 2: Connect your sources

Bring in the places where context already lives. Web Memory captures what your team reads and saves as they work, and the Knowledge Graph links it into company memory through connections rather than folders. For a walkthrough, see how to connect scattered team knowledge into one searchable memory.

Step 3: Set limits and approvals

Decide what agents may do alone and what needs a person's sign-off. Spending, external messages and data changes are common candidates for review. Trust and Controls covers the options, and the agent governance video shows how to set them.

Step 4: Start your agents

Describe the goal and let Constella Agents begin. They check their work against what they learn, correct course and keep going between your prompts.

Step 5: Review and refine

Each morning, look at what was caught, what moved and what needs a decision. Adjust the goal or the limits, then let the loop run again.

Where to go next

Once the first loop works, add another source or another goal. You can start free at Constella and connect your first stars.